Filed: 7/24/2026ACC: 0001213900-26-081099
📋 What this filing means
EMPIRE LIFE INVESTMENTS INC. filed this quarterly 13F‑HR report disclosing 113 equity positions with a total reported market value of $1.79B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
113
Positions
$1.79B
Total AUM (reported)
15.29M
Total Shares
Allocation by class
COM$1.35B75.5%
S&P 500 ETF SHS$107.42M6.0%
CLS A$97.34M5.4%
CLS C$94.96M5.3%
MSC GLO FAC ETF$40.71M2.3%
FOCUSED LAR CAP$19.99M1.1%
EAFE GRWTH ETF$18.78M1.0%
Portfolio Concentration
Top 3$288.00M16.1%
4–10$394.07M22.0%
11–25$439.34M24.5%
Rest$670.43M37.4%
Top 3 weight
16.1%
Top 10 weight
38.1%
Voting Authority Distribution
Total shares with voting rights: 15.29M
Sole
Full voting authority
15.29M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other113
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings113
Rows:
Vanguard S&P 500 ETF
DFNDShares156.50K
TypeSH
Market value$107.42M
5.99%
Sole
156.50K
Shared
0.00
None
0.00
Alphabet Inc - CL C
DFNDShares268.76K
TypeSH
Market value$94.96M
5.30%
Sole
268.76K
Shared
0.00
None
0.00
Lam Research Corp
DFNDShares197.59K
TypeSH
Market value$85.62M
4.78%
Sole
197.59K
Shared
0.00
None
0.00
Amazon.Com Inc
DFNDShares319.67K
TypeSH
Market value$76.19M
4.25%
Sole
319.67K
Shared
0.00
None
0.00
Microsoft Corp
DFNDShares184.29K
TypeSH
Market value$68.74M
3.84%
Sole
184.29K
Shared
0.00
None
0.00
Apple Inc
DFNDShares233.55K
TypeSH
Market value$67.58M
3.77%
Sole
233.55K
Shared
0.00
None
0.00
Nvidia Corp
DFNDShares258.86K
TypeSH
Market value$51.80M
2.89%
Sole
258.86K
Shared
0.00
None
0.00
PNC Financial Services Group Inc
DFNDShares198.40K
TypeSH
Market value$48.85M
2.73%
Sole
198.40K
Shared
0.00
None
0.00
iShares Core MSCI EAFE ETF
DFNDShares421.50K
TypeSH
Market value$40.71M
2.27%
Sole
421.50K
Shared
0.00
None
0.00
VISTRA CORP
DFNDShares253.45K
TypeSH
Market value$40.20M
2.24%
Sole
253.45K
Shared
0.00
None
0.00
Valero Energy Corp
DFNDShares152.71K
TypeSH
Market value$39.77M
2.22%
Sole
152.71K
Shared
0.00
None
0.00
Johnson & Johnson
DFNDShares144.82K
TypeSH
Market value$36.78M
2.05%
Sole
144.82K
Shared
0.00
None
0.00
Micron Technology Inc
DFNDShares31.80K
TypeSH
Market value$36.71M
2.05%
Sole
31.80K
Shared
0.00
None
0.00
AMETEK Inc
DFNDShares131.83K
TypeSH
Market value$31.89M
1.78%
Sole
131.83K
Shared
0.00
None
0.00
EOG Resources Inc
DFNDShares232.92K
TypeSH
Market value$30.22M
1.69%
Sole
232.92K
Shared
0.00
None
0.00
Visa Inc - A
DFNDShares85.04K
TypeSH
Market value$29.18M
1.63%
Sole
85.04K
Shared
0.00
None
0.00
AutoZone Inc
DFNDShares9.01K
TypeSH
Market value$28.80M
1.61%
Sole
9.01K
Shared
0.00
None
0.00
Broadcom Ltd
DFNDShares75.48K
TypeSH
Market value$28.51M
1.59%
Sole
75.48K
Shared
0.00
None
0.00
Newmont Corp
DFNDShares301.46K
TypeSH
Market value$28.16M
1.57%
Sole
301.46K
Shared
0.00
None
0.00
Elevance Health Inc
DFNDShares71.91K
TypeSH
Market value$27.81M
1.55%
Sole
71.91K
Shared
0.00
None
0.00
Texas Instruments Inc
DFNDShares89.66K
TypeSH
Market value$26.72M
1.49%
Sole
89.66K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC CL A
DFNDShares32.93K
TypeSH
Market value$25.13M
1.40%
Sole
32.93K
Shared
0.00
None
0.00
Coca-Cola Co
DFNDShares293.11K
TypeSH
Market value$23.82M
1.33%
Sole
293.11K
Shared
0.00
None
0.00
Ross Stores Inc
DFNDShares107.81K
TypeSH
Market value$22.95M
1.28%
Sole
107.81K
Shared
0.00
None
0.00
Bank of America Corp
DFNDShares401.88K
TypeSH
Market value$22.90M
1.28%
Sole
401.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard S&P 500 ETFDFND | S&P 500 ETF SHS | 156.50K | SH | $107.42M 5.99% | 156.50K | 0.00 | 0.00 |
Alphabet Inc - CL CDFND | CLS C | 268.76K | SH | $94.96M 5.30% | 268.76K | 0.00 | 0.00 |
Lam Research CorpDFND | COM | 197.59K | SH | $85.62M 4.78% | 197.59K | 0.00 | 0.00 |
Amazon.Com IncDFND | COM | 319.67K | SH | $76.19M 4.25% | 319.67K | 0.00 | 0.00 |
Microsoft CorpDFND | COM | 184.29K | SH | $68.74M 3.84% | 184.29K | 0.00 | 0.00 |
Apple IncDFND | COM | 233.55K | SH | $67.58M 3.77% | 233.55K | 0.00 | 0.00 |
Nvidia CorpDFND | COM | 258.86K | SH | $51.80M 2.89% | 258.86K | 0.00 | 0.00 |
PNC Financial Services Group IncDFND | COM | 198.40K | SH | $48.85M 2.73% | 198.40K | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFDFND | MSC GLO FAC ETF | 421.50K | SH | $40.71M 2.27% | 421.50K | 0.00 | 0.00 |
VISTRA CORPDFND | COM | 253.45K | SH | $40.20M 2.24% | 253.45K | 0.00 | 0.00 |
Valero Energy CorpDFND | COM | 152.71K | SH | $39.77M 2.22% | 152.71K | 0.00 | 0.00 |
Johnson & JohnsonDFND | COM | 144.82K | SH | $36.78M 2.05% | 144.82K | 0.00 | 0.00 |
Micron Technology IncDFND | COM | 31.80K | SH | $36.71M 2.05% | 31.80K | 0.00 | 0.00 |
AMETEK IncDFND | COM | 131.83K | SH | $31.89M 1.78% | 131.83K | 0.00 | 0.00 |
EOG Resources IncDFND | COM | 232.92K | SH | $30.22M 1.69% | 232.92K | 0.00 | 0.00 |
Visa Inc - ADFND | CLS A | 85.04K | SH | $29.18M 1.63% | 85.04K | 0.00 | 0.00 |
AutoZone IncDFND | COM | 9.01K | SH | $28.80M 1.61% | 9.01K | 0.00 | 0.00 |
Broadcom LtdDFND | COM | 75.48K | SH | $28.51M 1.59% | 75.48K | 0.00 | 0.00 |
Newmont CorpDFND | COM | 301.46K | SH | $28.16M 1.57% | 301.46K | 0.00 | 0.00 |
Elevance Health IncDFND | COM | 71.91K | SH | $27.81M 1.55% | 71.91K | 0.00 | 0.00 |
Texas Instruments IncDFND | COM | 89.66K | SH | $26.72M 1.49% | 89.66K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INC CL ADFND | CLS A | 32.93K | SH | $25.13M 1.40% | 32.93K | 0.00 | 0.00 |
Coca-Cola CoDFND | COM | 293.11K | SH | $23.82M 1.33% | 293.11K | 0.00 | 0.00 |
Ross Stores IncDFND | COM | 107.81K | SH | $22.95M 1.28% | 107.81K | 0.00 | 0.00 |
Bank of America CorpDFND | COM | 401.88K | SH | $22.90M 1.28% | 401.88K | 0.00 | 0.00 |
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